See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,621 | $214,378-20.4% | $200,582-14.9% | $142,382+19.8% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 9.24% | 46.41%-37.2pp | 42.33%-33.1pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,392 | $6,841-65.0% | $6,419-62.7% | $4,299-44.4% |
| Participant deferral / active EE | $4,071 | $9,865-58.7% | $9,331-56.4% | $6,507-37.4% |
| Admin fee / account holder | $1,124 | $17,692-93.6% | $16,305-93.1% | $12,624-91.1% |